If everything is correctly setup, the 2 platforms are connected. You can copy my zap workflow: Freelancing Sales Funnel with this link. Protip: Double Opt-in value should be false (otherwise you can't send them direct email) and you need to add a tag (for multiple newsletters on the same account) This tool allows us to connect our new leads -coming from Airtable- and sending them emails thought Mailchimp.Ĭonnect your differents account and create a new Zap like this: We need a way to connect Airtable and Mailchimp together. Protip: If you don't have time to create a Mailchimp account, Zapier has a solution to send outbound emails. I need to send them some follow-up emails. I don't have time to follow if leads have completed the forms. On my case, I added a good old iframe on my landing page Step4: Working as a plumberĪll the information about our cold leads are stored in Airtable.ĭuring the week, I am working on my client's projects. □ You have instantly a form to collect some data, accessible to an url We created the database structure in the Step2. Here is an example of the schema of my leads database. Created time for the date of new records.Long Text to collect answer to questions.Protip: Take some time to dig on the existing field's type.Why did I choose this solution? Because you can connect a bunch of different API's on it.Īnd API means automation, with another tool called Zapier.īut let's focus on building our sales workflow.Īfter creating a new account, Add a new base and select Start from scratchĪdd your first field, you can start by the Budget of your lead. If you don't know the product, think of Airtable as a spreadsheet on steroïd. I am using Airtable because I built my custom CRM for all the things related to my freelance. They are plenty of solutions available like Typeform, or Google form. We can use a simple email, but it's not really efficient and scalable if we want to collect our leads information. But we want to collect some data from our leads. You will be the first informed when I’m available again. If you want to keep in contact, I created a small website for our next collaboration. In terms of timeline, I am currently accepting new projects for. I am working remotely as a freelance developer. If someone sends me an email or a request on LinkedIn, I use this template: Call to action with something valuable like a free consultation, a pdf with an infographic poster.What? The product/service you are selling.Why? Why did you create this service to help customers in their life?.We need to create a relevant and impactful speech: Let's start with a landing page as an entry point to generate new leads. Mailchimp (you need a paid account for the automation funnel).Let me introduce you to all my automation protips.īut first, you need to create some accounts on several services. These pieces of advice are nice but how can I work on my client's projects and sell my services in the meantime? Never stop selling (almost half of my time).Always pitching my freelancing services.Setup email campaigns on “Acme Company” audiences that are triggered on the creation of a tag.To anticipate this problem, I have a mindmap to remember my sales routine: Want more automation resources sent to your inbox? Join our newsletter. Stagger out reminders over a period of time in case they don’t sign up on the earlier emails.Release access link to your mobile/web application.Break them into cohorts (by social behavior, occupation, persona, etc.).We will begin with an example where an audience is live in Mailchimp (here, Acme Company) and you want to do the following, We can also analyze important metrics such as conversion rates, cohort sizes, and backlogs easily. Lucky for us, our friends at Airtable have helped us build a data management and analysis tool that has the powers of Excel with all the pop you can imagine! With Zapier in the mix, we can now manage our entire waitlist on Airtable and deliver emails with the click of a button. However, mapping out customer journeys for driving app registrations and marketing on Mailchimp is either too tedious or expensive for your 5 person garage startup right now. To get started on emails, you likely want to set up a Mailchimp Audience with all your signups from the website. What more? You can personalize emails to better understand your customer’s needs and behaviours. It's an incredible strategy that can even help you nail your product-market fit. Setting up a waitlist offers some great advantages as you build alongside your very first believers.
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